The wealth management market is by far one of the fastest growing segments in financial services. It has also become very competitive with the number of millionaires rising significantly in 2005. Infogain has significant expertise helping Financial Institutions better acquire, serve and retain their private clients. In addition, Infogain has expertise helping Financial Institutions deliver market-leading wealth management services to their mass-affluent and high net worth customers. Our services enable transformation of financial institutions from product-centricity to customer-centricity. We help financial institutions expand the product, customer and delivery focus of wealth management beyond private banking. Our solutions for Wealth Management services combine CRM, financial planning, brokerage, trust, portfolio management and execution functions into an integrated capability, thereby, enabling greater focus on financial guidance and advice. Infogain also provides customized solutions spanning sales, service and marketing to help improve market segmentation, customer retention, and cross-sell/up-sell capabilities.
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